WMG Financial Advisors, LLC

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Connect with this firm

Total assets under management

$614,890,081

Total clients

895

13% high-net worth

Total advisors

of 16 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$687,028

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Fee options

Fixed

$1,500 to $10,000 fixed fee for financial planning services

Percentage

2.00% (maximum annual fee; fees are negotiable)

Project-based

$100 to $1,000 per hour for financial planning services

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

WMG Financial Advisors, LLC

620 Mabry Hood Road, Suite 101

Knoxville TN 37932, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (865) 290-4000

Advisors at this firm

John P

Series 63, Series 66

Knoxville, TN

WMG Financial Advisors, LLC

Benjamin B

Series 63, Series 65

Knoxville, TN

WMG Financial Advisors, LLC

Jackson P

Series 63

Knoxville, TN

WMG Financial Advisors, LLC

William A

Series 65

Morristown, TN

WMG Financial Advisors, LLC

Jason W

Series 63, Series 65

Brandon, MS

WMG Financial Advisors, LLC

D B

CFP®, Series 63

Knoxville, TN

WMG Financial Advisors, LLC

Charles S

Series 63, Series 65

Knoxville, TN

WMG Financial Advisors, LLC

James D

Series 63, Series 65

Knoxville, TN

WMG Financial Advisors, LLC

Mark A

Series 63, Series 65

Morristown, TN

WMG Financial Advisors, LLC

Luann J

Series 63, Series 65

Knoxville, TN

WMG Financial Advisors, LLC

Peter K

Series 65

Knoxville, TN

WMG Financial Advisors, LLC

Dennis W

Series 63, Series 66

Brandon, MS

WMG Financial Advisors, LLC

Rachael H

Series 65

Knoxville, TN

WMG Financial Advisors, LLC

Elizabeth D

Series 66

Knoxville, TN

WMG Financial Advisors, LLC

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